2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Mortgage Loans to Irrevocable Trusts and Probate Estates

There are a number of situations where a borrower doesn’t qualify for a traditional loan and that’s often true in solving the challenges of real estate lending for irrevocable trusts and probate estates.  Conventional lenders are reluctant to lend money to these entities, refusing loan approval until the entity has been dissolved and title converted to an individual interest.   Heirs…

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Avoid Probate of Your CCRC Refund

Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in exchange for lifetime housing and priority access to healthcare, in addition to a monthly fee. These entry fees can be in the hundreds of thousands of dollars. In many cases, a sizable portion of the entry fee may be refundable to the resident if they move…

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Probate Requires a Diligent Executor

Mary was ill-prepared for the drama that was probate. “I mean, seriously,” she told her friend, Amy. “Who would have thought Uncle Harry would leave his estate in such a mess?  I found deeds, contracts, promissory notes, life insurance policies, and wills, multiple wills, in his house, stuffed in the trunk of his car, in his shed, even in his…

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Trustee Compensation is a Complex Issue

When MaryAnne’s father died, she was quite surprised to learn that she had been named trustee of the family trust. After all, her brother, Daniel, was a banker, and her sister, Katy, was a lawyer. She was a wife and mother with an unused elementary education degree. “Why would Dad name me trustee?” MaryAnne asked. “I have no qualifications. Heck,…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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